Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Update Connect-a-Business-Bank-Account.md #44171

Merged
merged 1 commit into from
Jun 21, 2024
Merged

Update Connect-a-Business-Bank-Account.md #44171

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
6 changes: 3 additions & 3 deletions docs/articles/new-expensify/expenses/Connect-a-Business-Bank-Account.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -20,7 +20,7 @@ To connect a bank account in New Expensify, you must first enable the Make or Tr
2. Select either Connect online with Plaid (preferred) or Connect manually
3. Enter bank details

# Step 4: Upload ID
# Step 3: Upload ID
After entering your personal details, you’ll be prompted to click a link or scan a QR code so that you can do the following:
1. Upload a photo of the front and back of your ID (this cannot be a photo of an existing image)
2. Use your device to take a selfie and record a short video of yourself
Expand All @@ -29,14 +29,14 @@ After entering your personal details, you’ll be prompted to click a link or sc
- Issued in the US
- Current (ie: the expiration date must be in the future)

# Step 5: Enter company information
# Step 4: Enter company information
This is where you’ll add the legal business name as well as several other company details.
- **Company address:** The company address must be located in the US and a physical location (If you input a maildrop address, PO box, or UPS Store, the address will be flagged for review, and adding the bank account to Expensify will be delayed)
- **Tax Identification Number:** This is the identification number that was assigned to the business by the IRS
- **Company website:** A company website is required to use most of Expensify’s payment features.
- **Industry Classification Code:** You can locate a list of Industry Classification Codes [here](https://www.census.gov/naics/?input=software&year=2022).

# Step 6: Additional Information
# Step 5: Additional Information
Check the appropriate box under Additional Information, accept the agreement terms, and verify that all of the information is true and accurate:
- A Beneficial Owner refers to an individual who owns 25% or more of the business.
- If you or another individual owns 25% or more of the business, please check the appropriate box
Expand Down
Loading